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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,990 | $102,595-67.8% | $94,057-64.9% | $154,746-78.7% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 52.20% | 583.42%-531.2pp | 480.62%-428.4pp | 172.34%-120.1pp |
| Employer contribution / active EE | $4,621 | $3,147+46.8% | $2,933+57.5% | $4,379+5.5% |
| Participant deferral / active EE | $7,118 | $5,118+39.1% | $4,709+51.1% | $6,730+5.8% |
| Admin fee / account holder | $1,324 | $7,736-82.9% | $7,244-81.7% | $14,365-90.8% |